Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	677,429	$170M	5.9%	—	—	COM	037833100
NVDA	NVIDIA CORPORATION	1,074,038	$144M	5.0%	—	—	COM	67066G104
MSFT	MICROSOFT CORP	339,924	$143M	5.0%	—	—	COM	594918104
SPIB	SPDR SER TR	3,757,660	$123M	4.3%	—	—	PORTFOLIO INTRMD	78464A375
AMZN	AMAZON COM INC	560,195	$123M	4.3%	—	—	COM	023135106
META	META PLATFORMS INC	126,828	$74.26M	2.6%	—	—	CL A	30303M102
VMBS	VANGUARD SCOTTSDALE FDS	1,609,080	$72.96M	2.5%	—	—	MTG-BKD SECS ETF	92206C771
BX	BLACKSTONE INC	417,020	$71.9M	2.5%	—	—	COM	09260D107
MA	MASTERCARD INCORPORATED	135,269	$71.23M	2.5%	—	—	CL A	57636Q104
GOOGL	ALPHABET INC	361,699	$68.47M	2.4%	—	—	CAP STK CL A	02079K305
ANET	ARISTA NETWORKS INC	607,360	$67.13M	2.3%	—	—	COM SHS	040413205
NFLX	NETFLIX INC	73,878	$65.85M	2.3%	—	—	COM	64110L106
V	VISA INC	206,615	$65.3M	2.3%	—	—	COM CL A	92826C839
NOW	SERVICENOW INC	59,946	$63.55M	2.2%	—	—	COM	81762P102
AVGO	BROADCOM INC	260,820	$60.47M	2.1%	—	—	COM	11135F101
ISRG	INTUITIVE SURGICAL INC	90,469	$47.22M	1.6%	—	—	COM NEW	46120E602
TTD	THE TRADE DESK INC	384,850	$45.23M	1.6%	—	—	COM CL A	88339J105
APO	APOLLO GLOBAL MGMT INC	226,890	$37.47M	1.3%	—	—	COM	03769M106
GOVT	ISHARES TR	1,621,369	$37.26M	1.3%	—	—	US TREAS BD ETF	46429B267
LLY	ELI LILLY & CO	42,766	$33.02M	1.2%	—	—	COM	532457108
SHOP	SHOPIFY INC	271,270	$28.84M	1.0%	—	—	CL A	82509L107
TT	TRANE TECHNOLOGIES PLC	73,090	$27M	0.9%	—	—	SHS	G8994E103
FICO	FAIR ISAAC CORP	13,110	$26.1M	0.9%	—	—	COM	303250104
TLH	ISHARES TR	215,592	$21.46M	0.7%	—	—	10-20 YR TRS ETF	464288653
SBUX	STARBUCKS CORP	231,760	$21.15M	0.7%	—	—	COM	855244109
VRTX	VERTEX PHARMACEUTICALS INC	46,485	$18.72M	0.7%	—	—	COM	92532F100
MBB	ISHARES TR	196,905	$18.05M	0.6%	—	—	MBS ETF	464288588
DOCU	DOCUSIGN INC	196,450	$17.67M	0.6%	—	—	COM	256163106
SPTS	SPDR SER TR	607,790	$17.63M	0.6%	—	—	PORTFOLIO SH TSR	78468R101
TLT	ISHARES TR	190,360	$16.62M	0.6%	—	—	20 YR TR BD ETF	464287432
UBER	UBER TECHNOLOGIES INC	263,780	$15.91M	0.6%	—	—	COM	90353T100
EQT	EQT CORP	333,050	$15.36M	0.5%	—	—	COM	26884L109
MPC	MARATHON PETE CORP	98,389	$13.73M	0.5%	—	—	COM	56585A102
CRM	SALESFORCE INC	38,880	$13M	0.5%	—	—	COM	79466L302
CRDO	CREDO TECHNOLOGY GROUP HOLDI	181,360	$12.19M	0.4%	—	—	ORDINARY SHARES	G25457105
FTAI	FTAI AVIATION LTD	84,170	$12.12M	0.4%	—	—	SHS	G3730V105
DECK	DECKERS OUTDOOR CORP	56,710	$11.52M	0.4%	—	—	COM	243537107
FTI	TECHNIPFMC PLC	385,780	$11.16M	0.4%	—	—	COM	G87110105
EVR	EVERCORE INC	39,120	$10.84M	0.4%	—	—	CLASS A	29977A105
GLD	SPDR GOLD TR	44,765	$10.84M	0.4%	—	—	GOLD SHS	78463V107
IGIB	ISHARES TR	209,704	$10.8M	0.4%	—	—	ISHS 5-10YR INVT	464288638
TJX	TJX COS INC NEW	87,660	$10.59M	0.4%	—	—	COM	872540109
—	CYBERARK SOFTWARE LTD	31,560	$10.51M	0.4%	—	—	SHS	M2682V108
PM	PHILIP MORRIS INTL INC	87,160	$10.49M	0.4%	—	—	COM	718172109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	50,780	$10.03M	0.3%	—	—	SPONSORED ADS	874039100
CAT	CATERPILLAR INC	27,470	$9.965M	0.3%	—	—	COM	149123101
HQY	HEALTHEQUITY INC	102,930	$9.876M	0.3%	—	—	COM	42226A107
XLV	SELECT SECTOR SPDR TR	71,120	$9.784M	0.3%	—	—	SBI HEALTHCARE	81369Y209
IWN	ISHARES TR	58,880	$9.666M	0.3%	—	—	RUS 2000 VAL ETF	464287630
XPO	XPO INC	72,734	$9.539M	0.3%	—	—	COM	983793100
CLS	CELESTICA INC	101,600	$9.378M	0.3%	—	—	COM	15101Q207
PEGA	PEGASYSTEMS INC	95,630	$8.913M	0.3%	—	—	COM	705573103
XBI	SPDR SER TR	98,850	$8.902M	0.3%	—	—	S&P BIOTECH	78464A870
LRCX	LAM RESEARCH CORP	121,280	$8.76M	0.3%	—	—	COM NEW	512807306
JLL	JONES LANG LASALLE INC	34,590	$8.756M	0.3%	—	—	COM	48020Q107
—	VERONA PHARMA PLC	185,860	$8.631M	0.3%	—	—	SPONSORED ADS	925050106
BAC	BANK AMERICA CORP	193,290	$8.495M	0.3%	—	—	COM	060505104
D	DOMINION ENERGY INC	157,550	$8.486M	0.3%	—	—	COM	25746U109
MOD	MODINE MFG CO	72,550	$8.411M	0.3%	—	—	COM	607828100
VST	VISTRA CORP	60,660	$8.363M	0.3%	—	—	COM	92840M102
KNF	KNIFE RIVER CORP	82,190	$8.354M	0.3%	—	—	COMMON STOCK	498894104
MWA	MUELLER WTR PRODS INC	369,400	$8.312M	0.3%	—	—	COM SER A	624758108
SITM	SITIME CORP	38,442	$8.247M	0.3%	—	—	COM	82982T106
GTES	GATES INDL CORP PLC	400,860	$8.246M	0.3%	—	—	ORD SHS	G39108108
FOUR	SHIFT4 PMTS INC	78,940	$8.192M	0.3%	—	—	CL A	82452J109
KRE	SPDR SER TR	135,000	$8.147M	0.3%	—	—	S&P REGL BKG	78464A698
PAR	PAR TECHNOLOGY CORP	111,580	$8.109M	0.3%	—	—	COM	698884103
RACE	FERRARI N V	19,018	$8.08M	0.3%	—	—	COM	N3167Y103
AMAT	APPLIED MATLS INC	49,629	$8.071M	0.3%	—	—	COM	038222105
RRC	RANGE RES CORP	223,910	$8.056M	0.3%	—	—	COM	75281A109
LITE	LUMENTUM HLDGS INC	93,940	$7.886M	0.3%	—	—	COM	55024U109
SF	STIFEL FINL CORP	73,660	$7.814M	0.3%	—	—	COM	860630102
CRS	CARPENTER TECHNOLOGY CORP	45,880	$7.786M	0.3%	—	—	COM	144285103
GKOS	GLAUKOS CORP	51,340	$7.698M	0.3%	—	—	COM	377322102
LQD	ISHARES TR	71,170	$7.604M	0.3%	—	—	IBOXX INV CP ETF	464287242
SMTC	SEMTECH CORP	122,150	$7.555M	0.3%	—	—	COM	816850101
ALKT	ALKAMI TECHNOLOGY INC	205,800	$7.549M	0.3%	—	—	COM	01644J108
WIX	WIX COM LTD	35,130	$7.537M	0.3%	—	—	SHS	M98068105
EWJ	ISHARES INC	112,080	$7.521M	0.3%	—	—	MSCI JPN ETF NEW	46434G822
WCC	WESCO INTL INC	41,130	$7.443M	0.3%	—	—	COM	95082P105
RMBS	RAMBUS INC DEL	139,890	$7.395M	0.3%	—	—	COM	750917106
DELL	DELL TECHNOLOGIES INC	63,610	$7.33M	0.3%	—	—	CL C	24703L202
RDNT	RADNET INC	104,453	$7.295M	0.3%	—	—	COM	750491102
VSEC	VSE CORP	76,180	$7.245M	0.3%	—	—	COM	918284100
BCO	BRINKS CO	76,930	$7.137M	0.2%	—	—	COM	109696104
ET	ENERGY TRANSFER L P	360,310	$7.058M	0.2%	—	—	COM UT LTD PTN	29273V100
KD	KYNDRYL HLDGS INC	202,550	$7.008M	0.2%	—	—	COMMON STOCK	50155Q100
LGND	LIGAND PHARMACEUTICALS INC	65,113	$6.977M	0.2%	—	—	COM NEW	53220K504
GTLS	CHART INDS INC	36,220	$6.912M	0.2%	—	—	COM	16115Q308
AXON	AXON ENTERPRISE INC	11,570	$6.876M	0.2%	—	—	COM	05464C101
LAZ	LAZARD INC	133,080	$6.851M	0.2%	—	—	COM	52110M109
IAK	ISHARES TR	54,070	$6.838M	0.2%	—	—	U.S. INSRNCE ETF	464288786
WK	WORKIVA INC	62,100	$6.8M	0.2%	—	—	COM CL A	98139A105
EXLS	EXLSERVICE HOLDINGS INC	152,050	$6.748M	0.2%	—	—	COM	302081104
GMED	GLOBUS MED INC	81,330	$6.727M	0.2%	—	—	CL A	379577208
VCYT	VERACYTE INC	169,430	$6.709M	0.2%	—	—	COM	92337F107
PGR	PROGRESSIVE CORP	27,870	$6.678M	0.2%	—	—	COM	743315103
VMI	VALMONT INDS INC	21,710	$6.658M	0.2%	—	—	COM	920253101
NTRA	NATERA INC	42,030	$6.653M	0.2%	—	—	COM	632307104
ADMA	ADMA BIOLOGICS INC	386,366	$6.626M	0.2%	—	—	COM	000899104
S	SENTINELONE INC	296,900	$6.591M	0.2%	—	—	CL A	81730H109
WH	WYNDHAM HOTELS & RESORTS INC	65,050	$6.556M	0.2%	—	—	COM	98311A105
MTSI	MACOM TECH SOLUTIONS HLDGS I	50,390	$6.546M	0.2%	—	—	COM	55405Y100
ESI	ELEMENT SOLUTIONS INC	257,280	$6.543M	0.2%	—	—	COM	28618M106
XLRE	SELECT SECTOR SPDR TR	160,370	$6.522M	0.2%	—	—	RL EST SEL SEC	81369Y860
KKR	KKR & CO INC	43,810	$6.48M	0.2%	—	—	COM	48251W104
COF	CAPITAL ONE FINL CORP	36,260	$6.466M	0.2%	—	—	COM	14040H105
RRX	REGAL REXNORD CORPORATION	41,570	$6.449M	0.2%	—	—	COM	758750103
CHDN	CHURCHILL DOWNS INC	47,860	$6.391M	0.2%	—	—	COM	171484108
TGTX	TG THERAPEUTICS INC	211,370	$6.362M	0.2%	—	—	COM	88322Q108
XLF	SELECT SECTOR SPDR TR	131,130	$6.338M	0.2%	—	—	FINANCIAL	81369Y605
CWST	CASELLA WASTE SYS INC	59,400	$6.285M	0.2%	—	—	CL A	147448104
XLI	SELECT SECTOR SPDR TR	47,150	$6.212M	0.2%	—	—	INDL	81369Y704
MPLX	MPLX LP	129,642	$6.205M	0.2%	—	—	COM UNIT REP LTD	55336V100
PRIM	PRIMORIS SVCS CORP	81,170	$6.201M	0.2%	—	—	COM	74164F103
IMAX	IMAX CORP	241,971	$6.194M	0.2%	—	—	COM	45245E109
PAYO	PAYONEER GLOBAL INC	604,260	$6.067M	0.2%	—	—	COM	70451X104
HRI	HERC HLDGS INC	31,950	$6.049M	0.2%	—	—	COM	42704L104
PCTY	PAYLOCITY HLDG CORP	30,240	$6.032M	0.2%	—	—	COM	70438V106
BILL	BILL HOLDINGS INC	69,730	$5.907M	0.2%	—	—	COM	090043100
CR	CRANE COMPANY	38,870	$5.899M	0.2%	—	—	COMMON STOCK	224408104
EFA	ISHARES TR	76,840	$5.81M	0.2%	—	—	MSCI EAFE ETF	464287465
GDYN	GRID DYNAMICS HLDGS INC	260,970	$5.804M	0.2%	—	—	CL A	39813G109
HAS	HASBRO INC	103,500	$5.787M	0.2%	—	—	COM	418056107
MS	MORGAN STANLEY	45,900	$5.771M	0.2%	—	—	COM NEW	617446448
WD	WALKER & DUNLOP INC	58,690	$5.705M	0.2%	—	—	COM	93148P102
—	HANESBRANDS INC	700,540	$5.702M	0.2%	—	—	COM	410345102
FLR	FLUOR CORP NEW	115,480	$5.695M	0.2%	—	—	COM	343412102
EME	EMCOR GROUP INC	12,320	$5.592M	0.2%	—	—	COM	29084Q100
WES	WESTERN MIDSTREAM PARTNERS L	143,450	$5.513M	0.2%	—	—	COM UNIT LP INT	958669103
LAD	LITHIA MTRS INC	15,300	$5.469M	0.2%	—	—	COM	536797103
TSEM	TOWER SEMICONDUCTOR LTD	105,770	$5.448M	0.2%	—	—	SHS NEW	M87915274
BROS	DUTCH BROS INC	100,560	$5.267M	0.2%	—	—	CL A	26701L100
XHB	SPDR SER TR	49,990	$5.224M	0.2%	—	—	S&P HOMEBUILD	78464A888
SKY	CHAMPION HOMES INC	59,020	$5.2M	0.2%	—	—	COM	830830105
ITA	ISHARES TR	35,260	$5.125M	0.2%	—	—	US AER DEF ETF	464288760
KFY	KORN FERRY	75,240	$5.075M	0.2%	—	—	COM NEW	500643200
ALK	ALASKA AIR GROUP INC	76,620	$4.961M	0.2%	—	—	COM	011659109
CAVA	CAVA GROUP INC	43,460	$4.902M	0.2%	—	—	COM	148929102
ENSG	ENSIGN GROUP INC	36,750	$4.883M	0.2%	—	—	COM	29358P101
WGS	GENEDX HOLDINGS CORP	61,710	$4.743M	0.2%	—	—	COM CL A	81663L200
RUSHA	RUSH ENTERPRISES INC	86,220	$4.724M	0.2%	—	—	CL A	781846209
EEM	ISHARES TR	107,715	$4.505M	0.2%	—	—	MSCI EMG MKT ETF	464287234
RVLV	REVOLVE GROUP INC	134,010	$4.488M	0.2%	—	—	CL A	76156B107
PRG	PROG HOLDINGS INC	104,490	$4.416M	0.2%	—	—	COM NPV	74319R101
WRBY	WARBY PARKER INC	177,350	$4.294M	0.1%	—	—	CL A COM	93403J106
PCVX	VAXCYTE INC	52,360	$4.286M	0.1%	—	—	COM	92243G108
CDNA	CAREDX INC	198,180	$4.243M	0.1%	—	—	COM	14167L103
PAA	PLAINS ALL AMERN PIPELINE L	247,109	$4.221M	0.1%	—	—	UNIT LTD PARTN	726503105
KRNT	KORNIT DIGITAL LTD	135,706	$4.2M	0.1%	—	—	SHS	M6372Q113
AGYS	AGILYSYS INC	31,884	$4.199M	0.1%	—	—	COM	00847J105
—	INTRA-CELLULAR THERAPIES INC	50,010	$4.177M	0.1%	—	—	COM	46116X101
CRNX	CRINETICS PHARMACEUTICALS IN	77,780	$3.977M	0.1%	—	—	COM	22663K107
GENI	GENIUS SPORTS LIMITED	457,990	$3.962M	0.1%	—	—	SHARES CL A	G3934V109
XOM	EXXON MOBIL CORP	36,610	$3.938M	0.1%	—	—	COM	30231G102
DY	DYCOM INDS INC	22,090	$3.845M	0.1%	—	—	COM	267475101
ASB	ASSOCIATED BANC CORP	159,680	$3.816M	0.1%	—	—	COM	045487105
SEI	SOLARIS ENERGY INFRAS INC	131,630	$3.788M	0.1%	—	—	COM CL A	83418M103
JPM	JPMORGAN CHASE & CO.	15,685	$3.76M	0.1%	—	—	COM	46625H100
NWL	NEWELL BRANDS INC	377,330	$3.758M	0.1%	—	—	COM	651229106
LNG	CHENIERE ENERGY INC	16,966	$3.645M	0.1%	—	—	COM NEW	16411R208
INSM	INSMED INC	52,780	$3.644M	0.1%	—	—	COM PAR $.01	457669307
APG	API GROUP CORP	100,253	$3.606M	0.1%	—	—	COM STK	00187Y100
CWH	CAMPING WORLD HLDGS INC	171,030	$3.605M	0.1%	—	—	CL A	13462K109
KTB	KONTOOR BRANDS INC	42,140	$3.599M	0.1%	—	—	COM	50050N103
SG	SWEETGREEN INC	110,267	$3.535M	0.1%	—	—	COM CL A	87043Q108
PTON	PELOTON INTERACTIVE INC	403,080	$3.507M	0.1%	—	—	CL A COM	70614W100
BWA	BORGWARNER INC	105,310	$3.348M	0.1%	—	—	COM	099724106
PAY	PAYMENTUS HOLDINGS INC	99,500	$3.251M	0.1%	—	—	COM CL A	70439P108
TRGP	TARGA RES CORP	18,020	$3.217M	0.1%	—	—	COM	87612G101
ITB	ISHARES TR	28,950	$2.993M	0.1%	—	—	US HOME CONS ETF	464288752
FANG	DIAMONDBACK ENERGY INC	18,135	$2.971M	0.1%	—	—	COM	25278X109
EPD	ENTERPRISE PRODS PARTNERS L	93,321	$2.927M	0.1%	—	—	COM	293792107
KWEB	KRANESHARES TRUST	99,060	$2.897M	0.1%	—	—	CSI CHI INTERNET	500767306
BE	BLOOM ENERGY CORP	128,750	$2.86M	0.1%	—	—	COM CL A	093712107
CZR	CAESARS ENTERTAINMENT INC NE	81,360	$2.719M	0.1%	—	—	COM	12769G100
COST	COSTCO WHSL CORP NEW	2,800	$2.566M	0.1%	—	—	COM	22160K105
PNR	PENTAIR PLC	25,410	$2.557M	0.1%	—	—	SHS	G7S00T104
SUN	SUNOCO LP/SUNOCO FIN CORP	48,190	$2.479M	0.1%	—	—	COM UT REP LP	86765K109
AMBA	AMBARELLA INC	31,960	$2.325M	0.1%	—	—	SHS	G037AX101
STRL	STERLING INFRASTRUCTURE INC	13,016	$2.193M	0.1%	—	—	COM	859241101
—	ENLINK MIDSTREAM LLC	152,400	$2.156M	0.1%	—	—	COM UNIT REP LTD	29336T100
RGEN	REPLIGEN CORP	14,900	$2.145M	0.1%	—	—	COM	759916109
RNAM	AVIDITY BIOSCIENCES INC	70,620	$2.054M	0.1%	—	—	COM	05370A108
IWP	ISHARES TR	16,000	$2.028M	0.1%	—	—	RUS MD CP GR ETF	464287481
MGY	MAGNOLIA OIL & GAS CORP	83,830	$1.96M	0.1%	—	—	CL A	559663109
DKS	DICKS SPORTING GOODS INC	8,440	$1.931M	0.1%	—	—	COM	253393102
HESM	HESS MIDSTREAM LP	51,635	$1.912M	0.1%	—	—	CL A SHS	428103105
—	HESS CORP	13,250	$1.762M	0.1%	—	—	COM	42809H107
ACWX	ISHARES TR	33,730	$1.759M	0.1%	—	—	MSCI ACWI EX US	464288240
OKE	ONEOK INC NEW	17,220	$1.729M	0.1%	—	—	COM	682680103
WULF	TERAWULF INC	301,970	$1.709M	0.1%	—	—	COM	88080T104
BKR	BAKER HUGHES COMPANY	37,930	$1.556M	0.1%	—	—	CL A	05722G100
MTDR	MATADOR RES CO	27,350	$1.539M	0.1%	—	—	COM	576485205
BL	BLACKLINE INC	24,850	$1.51M	0.1%	—	—	COM	09239B109
AROC	ARCHROCK INC	59,530	$1.482M	0.1%	—	—	COM	03957W106
BC	BRUNSWICK CORP	22,790	$1.474M	0.1%	—	—	COM	117043109
MUSA	MURPHY USA INC	2,790	$1.4M	0.0%	—	—	COM	626755102
WMB	WILLIAMS COS INC	25,570	$1.384M	0.0%	—	—	COM	969457100
—	ANSYS INC	4,040	$1.363M	0.0%	—	—	COM	03662Q105
GOOG	ALPHABET INC	7,000	$1.333M	0.0%	—	—	CAP STK CL C	02079K107
HDB	HDFC BANK LTD	20,640	$1.318M	0.0%	—	—	SPONSORED ADS	40415F101
CAMT	CAMTEK LTD	16,280	$1.315M	0.0%	—	—	ORD	M20791105
—	VIPER ENERGY INC	26,485	$1.3M	0.0%	—	—	CL A	927959106
CLBT	CELLEBRITE DI LTD	58,290	$1.284M	0.0%	—	—	ORDINARY SHARES	M2197Q107
LECO	LINCOLN ELEC HLDGS INC	6,700	$1.256M	0.0%	—	—	COM	533900106
IWD	ISHARES TR	6,400	$1.185M	0.0%	—	—	RUS 1000 VAL ETF	464287598
OXY	OCCIDENTAL PETE CORP	23,105	$1.142M	0.0%	—	—	COM	674599105
TSLA	TESLA INC	2,800	$1.131M	0.0%	—	—	COM	88160R101
GEL	GENESIS ENERGY L P	110,120	$1.113M	0.0%	—	—	UNIT LTD PARTN	371927104
TLN	TALEN ENERGY CORP	5,490	$1.106M	0.0%	—	—	COM	87422Q109
QCOM	QUALCOMM INC	6,950	$1.068M	0.0%	—	—	COM	747525103
RYTM	RHYTHM PHARMACEUTICALS INC	18,390	$1.029M	0.0%	—	—	COM	76243J105
WHD	CACTUS INC	17,490	$1.021M	0.0%	—	—	CL A	127203107
KNTK	KINETIK HOLDINGS INC	17,280	$980K	0.0%	—	—	COM NEW CL A	02215L209
TDG	TRANSDIGM GROUP INC	770	$976K	0.0%	—	—	COM	893641100
JBHT	HUNT J B TRANS SVCS INC	5,660	$966K	0.0%	—	—	COM	445658107
AM	ANTERO MIDSTREAM CORP	61,260	$924K	0.0%	—	—	COM	03676B102
HD	HOME DEPOT INC	2,300	$895K	0.0%	—	—	COM	437076102
HOOD	ROBINHOOD MKTS INC	22,520	$839K	0.0%	—	—	COM CL A	770700102
CQP	CHENIERE ENERGY PARTNERS LP	15,784	$838K	0.0%	—	—	COM UNIT	16411Q101
NE	NOBLE CORP PLC	26,490	$832K	0.0%	—	—	ORD SHS A	G65431127
TRU	TRANSUNION	8,890	$824K	0.0%	—	—	COM	89400J107
AXP	AMERICAN EXPRESS CO	2,675	$794K	0.0%	—	—	COM	025816109
CME	CME GROUP INC	3,400	$790K	0.0%	—	—	COM	12572Q105
SCHW	SCHWAB CHARLES CORP	9,360	$693K	0.0%	—	—	COM	808513105
PWR	QUANTA SVCS INC	2,120	$670K	0.0%	—	—	COM	74762E102
PG	PROCTER AND GAMBLE CO	3,800	$637K	0.0%	—	—	COM	742718109
BA	BOEING CO	3,400	$602K	0.0%	—	—	COM	097023105
PCAR	PACCAR INC	5,774	$601K	0.0%	—	—	COM	693718108
KMI	KINDER MORGAN INC DEL	20,660	$566K	0.0%	—	—	COM	49456B101
CTAS	CINTAS CORP	2,960	$541K	0.0%	—	—	COM	172908105
KGS	KODIAK GAS SVCS INC	12,430	$508K	0.0%	—	—	COM	50012A108
GILD	GILEAD SCIENCES INC	5,332	$493K	0.0%	—	—	COM	375558103
TOST	TOAST INC	11,950	$436K	0.0%	—	—	CL A	888787108
MANH	MANHATTAN ASSOCIATES INC	1,600	$432K	0.0%	—	—	COM	562750109
CMI	CUMMINS INC	1,240	$432K	0.0%	—	—	COM	231021106
FISV	FISERV INC	2,000	$411K	0.0%	—	—	COM	337738108
VLO	VALERO ENERGY CORP	3,230	$396K	0.0%	—	—	COM	91913Y100
PSX	PHILLIPS 66	3,420	$390K	0.0%	—	—	COM	718546104
GEV	GE VERNOVA INC	1,130	$372K	0.0%	—	—	COM	36828A101
ALAB	ASTERA LABS INC	2,750	$364K	0.0%	—	—	COM	04626A103
ESTC	ELASTIC N V	3,650	$362K	0.0%	—	—	ORD SHS	N14506104
PSTG	PURE STORAGE INC	5,870	$361K	0.0%	—	—	CL A	74624M102
DTM	DT MIDSTREAM INC	3,570	$355K	0.0%	—	—	COMMON STOCK	23345M107
CEG	CONSTELLATION ENERGY CORP	1,580	$353K	0.0%	—	—	COM	21037T109
MUR	MURPHY OIL CORP	10,060	$304K	0.0%	—	—	COM	626717102
APP	APPLOVIN CORP	930	$301K	0.0%	—	—	COM CL A	03831W108
ETN	EATON CORP PLC	900	$299K	0.0%	—	—	SHS	G29183103
FDX	FEDEX CORP	1,000	$281K	0.0%	—	—	COM	31428X106
FIX	COMFORT SYS USA INC	650	$276K	0.0%	—	—	COM	199908104
C	CITIGROUP INC	3,844	$271K	0.0%	—	—	COM NEW	172967424
SSNC	SS&C TECHNOLOGIES HLDGS INC	3,400	$258K	0.0%	—	—	COM	78467J100
FAST	FASTENAL CO	3,460	$249K	0.0%	—	—	COM	311900104
GNTX	GENTEX CORP	8,620	$248K	0.0%	—	—	COM	371901109
KNX	KNIGHT-SWIFT TRANSN HLDGS IN	4,660	$247K	0.0%	—	—	CL A	499049104
KO	COCA COLA CO	3,397	$211K	0.0%	—	—	COM	191216100
VKTX	VIKING THERAPEUTICS INC	4,978	$200K	0.0%	—	—	COM	92686J106
ITW	ILLINOIS TOOL WKS INC	770	$195K	0.0%	—	—	COM	452308109
FCX	FREEPORT-MCMORAN INC	4,550	$173K	0.0%	—	—	CL B	35671D857
MOG/A	MOOG INC	860	$169K	0.0%	—	—	CL A	615394202
RIO	RIO TINTO PLC	2,780	$163K	0.0%	—	—	SPONSORED ADR	767204100
FAN	FIRST TR EXCHANGE-TRADED FD	10,962	$162K	0.0%	—	—	GBL WND ENRG ETF	33736G106
BHP	BHP GROUP LTD	3,240	$158K	0.0%	—	—	SPONSORED ADS	088606108
GWRE	GUIDEWIRE SOFTWARE INC	930	$157K	0.0%	—	—	COM	40171V100
TRMB	TRIMBLE INC	2,160	$153K	0.0%	—	—	COM	896239100
NKE	NIKE INC	2,000	$151K	0.0%	—	—	CL B	654106103
IWO	ISHARES TR	500	$144K	0.0%	—	—	RUS 2000 GRW ETF	464287648
SYK	STRYKER CORPORATION	340	$122K	0.0%	—	—	COM	863667101
NEE	NEXTERA ENERGY INC	1,560	$112K	0.0%	—	—	COM	65339F101
PFE	PFIZER INC	2,971	$78,821	0.0%	—	—	COM	717081103
DAR	DARLING INGREDIENTS INC	2,170	$73,107	0.0%	—	—	COM	237266101
RPM	RPM INTL INC	580	$71,375	0.0%	—	—	COM	749685103
RUN	SUNRUN INC	5,890	$54,483	0.0%	—	—	COM	86771W105
LUV	SOUTHWEST AIRLS CO	1,560	$52,447	0.0%	—	—	COM	844741108
PAYX	PAYCHEX INC	360	$50,479	0.0%	—	—	COM	704326107
MCHP	MICROCHIP TECHNOLOGY INC.	720	$41,292	0.0%	—	—	COM	595017104
FFIV	F5 INC	140	$35,206	0.0%	—	—	COM	315616102
BLDP	BALLARD PWR SYS INC NEW	14,890	$24,717	0.0%	—	—	COM	058586108
SEE	SEALED AIR CORP NEW	720	$24,358	0.0%	—	—	COM	81211K100
NFE	NEW FORTRESS ENERGY INC	1,465	$22,151	0.0%	—	—	COM CL A	644393100
WDS	WOODSIDE ENERGY GROUP LTD	1,171	$18,268	0.0%	—	—	SPONSORED ADR	980228308
SHLS	SHOALS TECHNOLOGIES GROUP IN	2,140	$11,834	0.0%	—	—	CL A	82489W107